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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,821 | $82,678+185.2% | $125,391+88.1% | $68,490+244.3% |
| Participation rate | 57.9% | 75.1%-17.2pp | 82.4%-24.5pp | 67.9%-10.0pp |
| Annual return | -16.78% | -5.97%-10.8pp | 572.41%-589.2pp | -7.85%-8.9pp |
| Employer contribution / active EE | $13,606 | $3,382+302.3% | $4,816+182.5% | $2,597+424.0% |
| Participant deferral / active EE | $6,201 | $6,111+1.5% | $7,448-16.7% | $4,028+53.9% |
| Admin fee / account holder | $49,213 | $6,277+684.0% | $10,009+391.7% | $5,403+810.9% |